Ever Source Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Ever Source Wealth Advisors, LLC

$1.25 Billion
Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 21,229 shares of VTEB stock, worth $1.06 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

21,229

Previous 17,911 18.52%

Holding current value

$1.06 Million

Previous $906,000 18.54%

% of portfolio

0.09%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jun 11, 2024	BUY	$50.36 - $51.06 $167,094 - $169,417	3,318 Added 18.52%	21,229 $1.07 Million
Q4 2023 Feb 09, 2024	BUY	$47.36 - $51.14 $65,546 - $70,777	1,384 Added 8.37%	17,911 $914,000
Q3 2023 Nov 03, 2023	SELL	$48.03 - $50.5 $112,678 - $118,473	-2,346 Reduced 12.43%	16,527 $794,000
Q2 2023 Aug 04, 2023	SELL	$49.5 - $51.06 $318,384 - $328,417	-6,432 Reduced 25.42%	18,873 $947,000
Q1 2023 May 11, 2023	BUY	$49.32 - $51.02 $1.15 Million - $1.19 Million	23,314 Added 1170.97%	25,305 $1.28 Million

Q3 2022 Nov 07, 2022	BUY	N/A	181 Added 10.0%	1,991 $96,000
Q2 2022 Aug 01, 2022	BUY	N/A	1,735 Added 2313.33%	1,810 $90,000
Q4 2021 Feb 07, 2022	BUY	N/A	75 New	75 $4,000

Others Institutions Holding VTEB

# of Institutions

1,103

Shares Held

484M

Call Options Held

26.8K

Put Options Held

86.9K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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Ever Source Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History